Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,314 | $31,424-38.5% | $81,473-76.3% | $69,634-72.3% |
| Participation rate | 100.0% | 50.8%+49.2pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 0.00% | 22.44%-22.4pp | 38.78%-38.8pp | 27572.26%-27572.3pp |
| Employer contribution / active EE | $13,340 | $1,029+1196.4% | $2,568+419.5% | $2,032+556.4% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |